STATE OF NORTH CAROLINA
STATE HEALTH PLAN FOR TEACHERS AND STATE EMPLOYEES
REQUEST FOR PROPOSAL #: 270-20260421TPAS
THIRD PARTY ADMINISTRATIVE SERVICES
Date of Issue: April 21, 2026
Proposal Opening Date: May 4, 2026
At 10:00 AM ET
Direct all inquiries concerning this RFP to:
Email: Sharon.Smith@nctreasurer.com
SHPContracting@nctreasurer.com
Phone: 919-814-4432
Sealed, mailed responses ONLY will be accepted for this solicitation
Ariba System Generated Solicitation #: Doc2142322766
Proposal Number: 270-20260421TPAS
Vendor: __________________________________________
STATE OF NORTH CAROLINA
Request for Proposal #
270-20260421TPAS
______________________________________________________
For internal State Agency processing, including tabulation of Proposals, provide your company’s eVP (Electronic
Vendor Portal) Number. Pursuant to G.S. 132-1.10(b), this identification number shall not be released to the public.
To prevent such release, Vendor shall ensure confidential information on this page is Redacted when submitting
Redacted versions of this document in accordance with the instructions herein.
This page shall be filled out and returned with your Proposal.
Failure to do so may subject your Proposal to rejection.
___________________________________________________
Vendor Name
______________________________
Vendor eVP#
Note: For a Contract to be awarded to you, Your company (you) must be a North Carolina registered
Vendor in good standing. you must enter the Vendor number assigned through eVP. If you do not have
a Vendor number, register at https://evp.nc.gov/
Sealed, mailed responses ONLY will be accepted for this solicitation.
Proposal Number: 270-20260421TPAS
Vendor: __________________________________________
STATE OF NORTH CAROLINA
Department of State Treasurer, State Health Plan Division
Refer ALL Inquiries regarding this RFP to:
Sharon Smith, Senior Manager of Contracting
Sharon.Smith@nctreasurer.com
Using Agency: The North Carolina State Health
Plan for Teachers and State Employees
Requisition No.: N/A
Request for Proposal #: 270-20260421TPAS
Proposals will be publicly opened: May 4, 2026, 10:00 AM ET
Commodity No. and Description:
851017 – Health Administration Services
EXECUTION
In compliance with this RFP, and subject to all the conditions herein, the undersigned Vendor offers and agrees to furnish and deliver any or all
items upon which prices are bid, at the prices set opposite each item within the time specified herein.
By executing this Proposal, the undersigned Vendor understands that false certification is a Class I felony and certifies that:
this Proposal is submitted competitively and without collusion,
none of its officers, directors, or owners of an unincorporated business entity have been convicted of any violations of Chapter 78A of
the General Statutes, the Securities Act of 1933, or the Securities Exchange Act of 1934, and
it is not an ineligible Vendor as set forth in G.S. 143-59.1.
Furthermore, by executing this Proposal, the undersigned certifies to the best of Vendor’s knowledge and belief, that:
it and its principals are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from
covered transactions by any federal or state department or agency.
As required by G.S. 143-48.5, the undersigned Vendor certifies that it, and each of its subcontractors for any Contract awarded as a result of this
RFP, complies with the requirements of Article 2 of Chapter 64 of the NC General Statutes, including the requirement for each employer with
more than 25 employees in North Carolina to verify the work authorization of its employees through the federal E-Verify system.
G.S. 133-32 and Executive Order 24 (2009) prohibit the offer to, or acceptance by, any State Employee associated with the preparing of plans,
specifications, estimates for public contracts; or awarding or administering public contracts; or inspecting or supervising delivery of the public
contract of any gift from anyone with a contract with the State, or from any person seeking to do business with the State. By execution of this
response to the RFP, the undersigned certifies, for the Vendor’s entire organization and its employees or agents, that the Vendor is not aware
that any such gift has been offered, accepted, or promised by any employees of your organization.
By executing this Proposal, the Vendor certifies that it has read and agreed to the INSTRUCTION TO VENDORS and the GENERAL TERMS AND
CONDITIONS incorporated herein. These documents can be accessed from the ATTACHMENTS section within this document.
Failure to execute/sign proposal prior to submittal may render proposal invalid and it MAY BE REJECTED. Late proposals shall
not be accepted.
COMPLETE/FORMAL NAME OF VENDOR:
STREET ADDRESS:
P.O. BOX:
ZIP:
CITY & STATE & ZIP:
TELEPHONE NUMBER:
TOLL FREE TEL. NO:
PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE (SEE INSTRUCTIONS TO VENDORS ITEM #21):
PRINT NAME & TITLE OF PERSON SIGNING ON BEHALF OF VENDOR:
FAX NUMBER:
VENDOR’S AUTHORIZED SIGNATURE*:
DATE:
EMAIL:
VALIDITY PERIOD
Offer shall be valid for at least 180 days from date of bid opening, unless otherwise stated here: ______ days, or if extended by mutual
agreement of the Parties in writing. Any withdrawal of this offer shall be made in writing in accordance with the instructions herein.
Proposal Number: 270-20260421TPAS
Vendor: __________________________________________
ACCEPTANCE OF PROPOSAL
If your Proposal is accepted, as described in more detail in Section 4.14 Contract Documents and Order of Precedence, all provisions of this RFP,
along with the written results of any negotiations, shall constitute the written agreement between the Parties. This Contract is not binding until
the Plan’s Executive Administrator has signed this Acceptance of Proposal.
FOR STATE USE ONLY: Offer accepted and Contract awarded this________ day of __________, 2026, by
__________________________________________________________________________________________________________________
(Authorized Representative of the NC Department of State Treasurer, State Health Plan Division).
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Proposal Number: 270-20260421TPAS
Vendor: __________________________________________
Contents
1.0 VISION AND BACKGROUND .................................................................................................... 8
1.1 CONTRACT TERM ........................................................................................................................ 9
2.0 GENERAL INFORMATION ........................................................................................................ 9
2.1
2.2
2.3
2.4
2.5
2.6
2.6.1
2.6.2
2.6.3
2.7
2.7.1
2.7.2
2.8
2.9
2.10
REQUEST FOR PROPOSAL DOCUMENT ............................................................................. 9
E-PROCUREMENT FEE .......................................................................................................... 9
NOTICE TO VENDORS REGARDING RFP TERMS AND CONDITIONS .............................. 9
RFP SCHEDULE .................................................................................................................... 10
PROPOSAL QUESTIONS...................................................................................................... 10
PROPOSAL SUBMISSION .................................................................................................... 11
RFP Phases for Submission ................................................................................................. 12
Minimum Requirements Proposal Submission .................................................................. 12
Technical and Cost Proposal Submission .......................................................................... 13
PROPOSAL CONTENTS ....................................................................................................... 14
Minimum Requirements Proposal Contents ....................................................................... 14
Technical and Cost Proposal Contents ............................................................................... 15
ALTERNATE PROPOSALS - RESERVED............................................................................. 15
BID OPENING ......................................................................................................................... 15
DEFINITIONS, ACRONYMS, AND ABBREVIATIONS........................................................... 15
3.0 METHOD OF AWARD AND PROPOSAL EVALUATION PROCESS ..................................... 20
3.1 METHOD OF AWARD............................................................................................................. 20
3.2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING EVALUATION ...... 20
3.3 PROPOSAL EVALUATION PROCESS.................................................................................. 20
3.4 EVALUATION CRITERIA AND METHODOLOGY ................................................................. 22
3.5 PERFORMANCE OUTSIDE THE UNITED STATES .............................................................. 23
4.0 REQUIREMENTS ..................................................................................................................... 23
4.1 PRICING .................................................................................................................................. 23
4.2 INVOICES................................................................................................................................ 24
4.2.1 Administrative Fees .............................................................................................................. 24
4.2.2 Claims and Other Disbursements........................................................................................ 24
4.3 FINANCIAL STABILITY .......................................................................................................... 25
4.4 HUB PARTICIPATION – RESERVED .................................................................................... 25
4.5 VENDOR EXPERIENCE - RESERVED .................................................................................. 25
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This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.